Best Financial Advisors in Manteca, CA

The highest-rated Financial Planning & Wealth Management companies out of 143 vetted & reviewed in the Manteca area.

Capital Wealth Management

Capital Wealth Management

(1)
“Being a senior and recently retired, it's good to know you and Capital Wealth are watching over me.”
In Business Since 2013
723 N Main St, Manteca, CA
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Journey Wealth Management

Journey Wealth Management

(6)
“Also his staff are very great and friendly.”
In Business Since 2018
903 W Center St, Manteca, CA
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The Law Firm of Gina Leguria

The Law Firm of Gina Leguria

(27)
  • Call
  • Understand
  • Family
“We look forward to her legal guidance on a number of other matters and know she'll approach our interest honestly and with the highest level of professional integrity.”
In Business Since 2014
819 17th St, Modesto, CA
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James Daniels JD CPA

James Daniels JD CPA

(6)
Tax Relief, Tax Planning, Individual Tax Preparation
“Once my business was in order, he used the losses and capital expenditures from my year 1 corporate return to ensure my W2 income was balanced and I received the biggest return possible.”
Offers Financing Options
In Business Since 2019
Transparent Fees & Pricing
Free Initial Consultation
4707 Greenleaf Ct Ste A, Modesto, CA
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Virsa Capital

Virsa Capital

(29)
  • Interest
  • Business Loan
  • Team
“Highly recommend specifically for those who had no previous experience I would like to go with them for all my next projects recommended agent :- priya”
In Business Since 2014
Serving Manteca Area
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United Capital

United Capital

(2)
“I might mention that Desirez is always there to help me and never drops the ball!!”
In Business Since 2012
Licensed, BBB Rating: A+
1200 Scenic Dr #111, Modesto, CA
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Gaona Tax & Accounting

Gaona Tax & Accounting

Payroll, Quickbooks Setup, IRS Wage Garnishment
“Take a look at our Home page. Gaona Tax & Accounting is a full Accounting office located in Tracy, CA.”
Transparent Fees & Pricing
In Business Since 2011
Accepts All Major Credit Cards
Offers Financing Options
3120 N Tracy Blvd, Tracy, CA
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Juarez Zarate & Co

Juarez Zarate & Co

(3)
“Excellent services!”
Offers Financing Options
In Business Since 2002
Transparent Fees & Pricing
1110 Tully Rd, Modesto, CA
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Bill Pollard CPA

Bill Pollard CPA

Foreclosure and Short-Sale Tax Consequences, Federal and State Tax, IRS Representation
“We are dedicated to providing our clients with professional, accurate andcost-efficient tax preparation, complemented with exceptional service. Our tax experts offer comprehensive tax services and”
In Business Since 2008
Transparent Fees & Pricing
2575 Grand Canal Blvd, Stockton, CA
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Thorson Financial Estate Management

Thorson Financial Estate Management

(3)
Income Tax Reduction Ideas, Business Owner Retirement & Succession Planning, Reduce Estate & Income Taxes
“Tom, by continually updating his knowledge on investment tools and strategies has helped me feel more secure in my retirement and to maintain my income.”
In Business Since 2004
Accepts All Major Credit Cards
1101 Standiford Ave # C2, Modesto, CA
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Findec

Findec

(3)
Comprehensive Wealth Management, Workplace Retirement Plans
“Fin Dec handles our retirement accounts, and we could not be happier with the results!”
In Business Since 1998
1776 W March Ln, Stockton, CA
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Willson & Company

Willson & Company

(1)
Audit Representation, Featured Links, Income Tax Preparation & Planning
“We have been using them for our taxes for around thirsty years now.”
In Business Since 1999
Licensed
612 W 11th St #101, Tracy, CA
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VG Capital Financial Services

VG Capital Financial Services

(1)
Wealth Platform Login, Income Allocation Video, Services Offered
“Great health care insurance programs!”
In Business Since 2011
3244 Brookside Rd #140, Stockton, CA
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Schwartz Giannini Lantsberger & Adamson Accountancy Corp.

Schwartz Giannini Lantsberger & Adamson Accountancy Corp.

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are ...”
Offers Financing Options
In Business Since 1998
Licensed, BBB Rating: A+
3461 Brookside Rd Ste E, Stockton, CA
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Valley Financial Services

Valley Financial Services

FYI From Lindsey, Webinar
“Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication ha...”
In Business Since 1993
Accepts All Major Credit Cards
5757 Pacific Ave Suite 248, Stockton, CA
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Pollard Tax - Ascend Financial Management

Pollard Tax - Ascend Financial Management

(3)
“She takes her time doing her work but also gets it done effectively.”
In Business Since 2020
145 W 10th St Suite 100, Tracy, CA
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Kenoyer Financial & Insurance Solutions

Kenoyer Financial & Insurance Solutions

(2)
“Having been a client of his for the past several years, I can attest to his knowledge, skill, and personability when It comes to the work he does.”
In Business Since 2012
Licensed
1022 14th St, Modesto, CA
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Swain Financial Services

Swain Financial Services

(2)
“Mr Joe Swain is caring, knowledgeable, dedicated to his clients.”
In Business Since 2014
611 13th St, Modesto, CA
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Blom & Howell Financial Planning

Blom & Howell Financial Planning

(1)
“Very honest and trustworthy advisors.”
In Business Since 2019
3340 Tully Rd # B4, Modesto, CA
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Prodigy

Prodigy

“Prodigy is an economic resource center designed to empower our youth, families, veterans through financial education, course training, and providing financial resources. Our objective is to assist in the development of financial awareness, entreprene...”
In Business Since 2017
FICO Certified
1407 W Fremont St, Stockton, CA
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Dalton & Company, A Blackline Partners Company

Dalton & Company, A Blackline Partners Company

“Whatever your requirements may be we are confident that our qualified professionals will be able to offer a solution to meet your requests. In addition to our general tax and financial knowledge, other specialty areas include 1031 exchanges, PAL's, N...”
In Business Since 2014
5345 El Dorado St Frontage #4, Stockton, CA
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Scenic Oaks Funding

Scenic Oaks Funding

“If you have been shopping around for different mortgage options, you've likely come across the FHA Loan. This mortgage is…”
In Business Since 2001
Licensed
3522 Deer Park Dr Suite A, Stockton, CA
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Invida Financial Network

Invida Financial Network

(1)
“Easy way to save money for retirement”
In Business Since 2015
Free Initial Consultation
Serving Manteca Area
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Sierra Ocean Custom Wealth

Sierra Ocean Custom Wealth

“Certain portions of Company's web site (i.e. newsletters, articles, commentaries, recorded webinars, etc.) may contain a discussion of, and/or provide access to, Company (and those of other investment and non-investment professionals) positions and/o...”
In Business Since 2021
Family Business
Serving Manteca Area
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Retirement Planning and Investment Management Services in Manteca, CA Cost Estimates

Minimum cost
$1135
Maximum cost
$9641
National Average
$3403
Avg Per Hour Rates
$341
$2269
$6238
Typical price range is based on 361 cost profiles
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Average Cost $3403
Minimum cost $1135
Maximum cost $9641
Avg Per Hour Rates $341

Typical range $2269 to $6238 is based on 361 cost profiles.

Why these companies made our list

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